Today's Features
ACCOUNTING ARC

When “What If” Becomes Reality | ARC

A near-tragedy sparks a critical conversation on business continuity, risk, and responsibility in accounting firms.

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The step-by-step operating guide for firms building, pricing, and scaling advisory services that clients value—and pay for.

Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation

Business continuity planning often lives in the realm of “someday.”

Until it doesn’t.

In the latest episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, tackle a topic many professionals avoid: what happens when the unexpected actually happens.

The conversation opens not with theory, but with a moment that makes the stakes unmistakably real.

MORE Accounting ARC: Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet | Accounting’s “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone |  Baker: Interpreting Pricing Psychology | Don’t Get Fired by Your Own Automation | What Amazon Doesn’t Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC 

Mason, CEO of High Rock Accounting, recounts a recent skiing accident in which she fell roughly 200 yards and collided with a tree at high speed. She survived with a broken leg—but the incident forced a sobering question: What would have happened to her firm if she hadn’t?

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PRO Member Exclusive

Five Thought Patterns That Stunt Your Growth

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Stop thinking small.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

If you feel you should be doing better than you are in business, your unconscious may be holding you back.

The first step is to bring it to the surface. Only then can it be addressed, released and replaced with a belief that will lead you to increased success.

MORE by Sandi Leyva
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Here are five of the most common thinking patterns or beliefs that will keep your accounting business from growing.
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ABOUT US

Bissett Bullet: Could You Do More?

Today’s Bissett Bullet: “When marketing delivers us new prospect meetings, each interaction that prospect has with us influences them for or against using us.”

By Martin Bissett

New business meetings can be like gold dust given the amount of competition we are up against and they are too lightly treated by too many firms. Understand that the response that they get from us by email, the response that a prospect gets from us when they call us, the response they get from us when they see us, all influence their decision-making process. We need to ensure that every “touch” we have with a potential prospect is a positive one that puts another weight on our side of the scales.

Today’s To-Do:

Today review the number of interactions that we have with a new potential client from the first time they inquire to when we sign them up. Is there anything more that we can do to make them feel welcomed into the practice?

See more Bissett Bullets here

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ADVISORY & CONSULTING

Five Lessons from Moving to Advisory

man walking across marble floor with large holes in it

Plus what you can do in 30 minutes to make things better.

By Jackie Meyer
The Balanced Millionaire: Advisor Edition

When I made the decision to shift from a compliance-heavy firm to an advisory-first firm focused on delivering measurable ROI, I wish I could say it was seamless. It wasn’t. This kind of transformation brings new opportunities, but it also brings challenges – some that you can anticipate, and others that take you by surprise. The key to success isn’t avoiding challenges altogether (that’s impossible); it’s learning to navigate them when they arise.

MORE by Jackie Meyer
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

In this article, I want to help you understand the common pitfalls that can derail your progress and the practical steps you can take to overcome them. Whether it’s dealing with clients who are stuck in the old model, learning to price confidently or avoiding burnout, there are solutions to keep you moving forward.
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MARKETING & SALES

Five Practice Building Basics Revealed

two men standing and shaking hands

Plus a quick quiz about your marketing.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

Some firms go from one marketing activity to another without much success. The firms that are successful do the basics very well. Like any athlete in spring training, accountants and consultants need to practice the basics of building their practices.

MORE by August J. Aquila
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

Here are the basics:

  1. Creating opportunities to meet people

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